Description


This document explains how to fulfill orders in WMS. Datapel WMS tracks Orders through various states of Fulfilment – Each day orders should be monitored and status adjusted based on real-world workflows.

Detail Steps

  1. Open WMS – within WMS Explorer select the Despatch register. Sort all orders by Status. To do this click on the status header and adjust the direction of the sort arrow.
  2. Review Sorted Order Status – the Warehouse Manager/Stock Manager must review the status of Orders and Action each as required.

NSA - NO STOCK AVAILABLE

NSA – Items marked as NSA indicate that No Stock Is Available. This status should ONLY occur for orders that contain stock lines on Purchase BackOrder.

ACTION:

If NSA occurs against remote sales (eg. Mobile Sales) or stock that has been shipped then a stock count issue needs to be resolved for these orders as they have already shipped.

To identify all BackOrders select Reports from the menu then Sales → BackOrders. This will provide a list of all Orders/Items that should be placed on Purchase BackOrder.

Stock Controller should decide whether more Item Purchases should be raised or if NSA orders are simply awaiting receiving of purchased items.

RTP - READY TO PICK / PROCESS

RTP – this status indicates that all items on the order are available in stock and the order can be immediately fulfilled

ACTION:

The Warehouse/Stock Manager should select the Order in WMS Despatch register – Double click the Order and PICK the Order – thereby allocating stock to the order and printing a picklist to fulfill the order – the next step is making the order ready for packing and shipping.

PACKED / PART PACKED - ORDER STILL REQUIRES ATTENTION:

PART-PICKED– this status indicates that SOME items in stock have been picked and allocated to the order and SOME items on the order are available in stock and HAVE NOT BEEN ALLOCATED TO THE ORDER.

ACTION:

The Warehouse/Stock Manager should select the Order in WMS Despatch register – Double click the Order and PICK the Order – thereby allocating stock to the REMAINING ITEMS on the order.

PACKED / PART PACKED – ORDER STILL REQUIRES ATTENTION

PART-PACKED– this status indicates that SOME items in ORDER have been flagged as PACKED and SOME items on the order have been picked and HAVE NOT BEEN PACKED IN THE ORDER.

PACKED – this status indicates the order has been flagged as PACKED however has not yet been shipped to the customer or is waiting for customer collection.

PART-PACKED – identify why all items are not packed in the order – order may not be completely ready.

PACKED – check if order is scheduled for shipping or pickup by customer.

SHIPPED ORDERS WILL BE INVOICE TO MYOB

SHIPPED – This is the desired state for all items – this indicates to WMS that the order has been fulfilled and can now be invoiced into MYOB.

ACTION:

None: Accounts will now process the order in MYOB as an item Invoice and manage accounts receivable.

Related Information

In general all Orders should be PICKED-PACKED and SHIPPED as quickly as possible.

Issues holding WMS Orders from SHIPPING/CLOSING should be limited to:

· Stock on Purchase BackOrder.

· Order has a Work In Progress element or finishing process that requires the order to Hold and Wait before shipping.

· Customer credit issues

The Stock Controller/Warehouse manager should be attempting to move all orders to the shipped status.

CROSS-DOCK status indicates that an item has just been received and by allocating it to the ORDER showing status CROSS-DOCK will allow that order to move into the SHIPPED status.